World Choice Securities, Inc.
- Regulatory AUM
- $26.7M
- Discretionary
- $20.9M
- Clients
- 43
- Avg AUM / client
- $621K
- Accounts
- 43
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 32 | $13.6M | 50.8% |
| High net worth individuals | 11 | $13.1M | 49.2% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jiexiong J Liu | Registered representative | Feb 2017 (9y) | ||
| Robert Kenneth Cargin | Registered representative | Mar 2018 (8y) | ||
| Michael Shannon Haddaway | Registered representative | Chartered Financial Consultant | May 2018 (8y) | |
| Olin Robert Johanssen | Registered representative | Chartered Financial Consultant | Dec 2018 (8y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 04, 2026.
View current Form ADV (SEC/IAPD) ↗